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Trade Desk

Name Holding Trade Value Shares
Change
Change in
Stake
MP
626
McDonald Partners
Ohio
$723 +$849 +40 New
PS
627
Planning Strategies
Pennsylvania
$723 +$849 +40 New
IPS
628
Investors Portfolio Services
Washington
$705 +$828 +39 New
PWS
629
Peterson Wealth Services
Utah
$669 – – –
ACA
630
American Capital Advisory
Idaho
$669 +$722 +34 +1,133%
RWM
631
Raffa Wealth Management
District of Columbia
$633 -$21 -1 -3%
PWA
632
Principia Wealth Advisory
Texas
$615 +$510 +24 +240%
BF
633
BOK Financial
Oklahoma
$597 -$7.82K -368 -92%
VNA
634
Valley National Advisers
Pennsylvania
$597 +$701 +33 New
PUI
635
Purpose Unlimited Inc
$596 – – –
BDPWM
636
Barnes Dennig Private Wealth Management
Ohio
$579 – – –
WWM
637
Wolff Wiese Magana
California
$561 +$127 +6 +24%
NL
638
NorthAvenue LLC
Ohio
$543 +$637 +30 New
WFA
639
West Financial Advisors
Iowa
$543 +$637 +30 New
WTC
640
WhitTier Trust Company
Nevada
$537 -$12.1K -572 -95%
AW
641
Ankerstar Wealth
Texas
$524 – – –
FNWA
642
Financial Network Wealth Advisors
Utah
$524 – – –
QWM
643
Quaker Wealth Management
New Jersey
$507 +$425 +20 +250%
AA
644
Addison Advisors
Vermont
$489 +$573 +27 New
BWL
645
Bogart Wealth LLC
Virginia
$488 +$42 +2 +8%
NSIM
646
North Star Investment Management
Illinois
$488 +$573 +27 New
BIM
647
Breakwater Investment Management
Washington
$471 +$127 +6 +30%
PWM
648
Proathlete Wealth Management
Florida
$452 – – –
CWP
649
Concord Wealth Partners
Virginia
$398 +$467 +22 New
OC
650
Oakworth Capital
Alabama
$383 – – –